See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,194 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 56.5% | 82.7%-26.1pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 8.97% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,089 | $5,313-79.5% | $4,672-76.7% | $4,660-76.6% |
| Participant deferral / active EE | $2,914 | $6,462-54.9% | $5,626-48.2% | $6,688-56.4% |
| Admin fee / account holder | $4,312 | $19,313-77.7% | $15,912-72.9% | $13,397-67.8% |